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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,486 | $93,589-82.4% | $135,942-87.9% | $75,181-78.1% |
| Participation rate | 48.4% | 75.2%-26.8pp | 81.9%-33.5pp | 67.2%-18.8pp |
| Annual return | 16.11% | 30.90%-14.8pp | 68.28%-52.2pp | 160.69%-144.6pp |
| Employer contribution / active EE | $1,595 | $3,537-54.9% | $4,858-67.2% | $2,671-40.3% |
| Participant deferral / active EE | $3,047 | $6,405-52.4% | $7,759-60.7% | $4,126-26.1% |
| Admin fee / account holder | $5,611 | $6,977-19.6% | $10,764-47.9% | $5,650-0.7% |